Actually it is a very competitive market. The problem is that the crap-tastic boxes that the MSOs provide are winning. Not enough consumers see the value in owning their own video recorders to pay the prices TiVo is asking. If not enough consumers are willing to pay then TiVo potentially goes out of business. However, it does not appear that this scenario will play out soon. Soon being relative of course. At the end of the day, most customers (and most Americans for that matter) have horrible math skills. I know plenty of people paying $50-$75 a month for equipment rental from an MSO so that they can watch HD cable in 4-5 rooms of their home and record programming in a couple of rooms. Over the course of just a couple of years it would probably save them money to to go TiVo (ESPECIALLY now that the Mini is available), but most don't care enough or look at the up-front TiVo costs and balk.